EVERMAY WEALTH MANAGEMENT LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1066816 ARLINGTON, VA

Position in IBKR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$72,678

New position

Shares Held

835

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#928

of 1,105 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

EVERMAY WEALTH MANAGEMENT LLC holds $633,863 across 6 Capital Markets names. IBKR ranks #3 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	4,016	$370,556
2	GS	Goldman Sachs Group Inc	105	$106,193
3	IBKR	Interactive Brokers Group, Inc. This page	835	$72,678
4	MS	Morgan Stanley	303	$63,339
5	IREN	IREN Ltd	460	$21,035
6	CRCL	Circle Internet Group, Inc.	1	$62

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$72,678	835	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.